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Our Tax Technology Solutions

Cloud based technology designed to drive greater tax function effectiveness and efficiency

Legal Entity Management

A dynamic solution that manages vital company data, documents and organizational relationships.

State Apportionment

A powerful solution to streamline state and city apportionment data and calculations.

Income Tax Provision

A comprehensive income tax accounting solution designed for accuracy and simplicity.

Tax Technology BEYOND the Spreadsheet

Integrated Tax Lifecycle

The Tax Lifecycle is a continuous progression generally started with an enterprise’s annual income tax provision and continuing through the planning and forecasting phases. The process is tied to various regulatory deadlines and must be adhered to.

Tax Lifecycle PROVISION & FINANCIAL STATEMENT AUDIT EXTENSIONS ESTIMATED TAX PAYMENTS TAX COMPLIANCE TAX AUTHORITY AUDITS & DEFENSE AMENDED TAX RETURNS TAX PLANNING & REPORTING BUDGETING & FORECASTING

PROVISION & FINANCIAL STATEMENT AUDIT

At the close of every year and quarter, companies recognize income tax expense or benefit in accordance with FASB Accounting Standards Codification 740, Income Taxes (ASC 740). ASC 740 prescribes the methodology for the recognition, measurement and disclosure of income taxes.

EXTENSIONS

Due to the time constraints endured during the compressed tax accounting close, enterprises generally extend their tax compliance obligations to afford additional time to file income tax returns.

TAX COMPLIANCE

Companies prepare and file their annual income tax returns following a set of jurisdiction-based complex rules and regulations which are subject to ongoing change.

BUDGETING & FORECASTING

Due to the generally large cash outlays required during the tax year, tax obligations should be forecasted to ensure coordination with overall business operations.

TAX AUTHORITY AUDITS & DEFENSE

Tax returns are subject to the scrutiny of the various taxing jurisdictions in which a company operates or may be deemed operating.

TAX PLANNING & REPORTING

As one of the largest expenses on a company’s income statement, income tax planning is necessary to ensure obligations are met without sacrificing tax efficiency.

ESTIMATED TAX PAYMENTS

Companies need to comply with various federal, state, local and country specific rules and regulations to remit estimated tax payments periodically throughout the tax year.

AMENDED TAX RETURNS

Due to a multitude of factors, companies may be required to amend previously filed tax returns that may increase or decrease the amount of tax previously reported.

Latest News

Details of tax changes in Senate reconciliation bill

Details of tax changes in Senate reconciliation bill

The Reconciliation Bill being debated in the Senate contains many tax provisions beyond extending portions of the Tax Cuts and Jobs Act and differs from the Finance Committee version in key areas.

Senate budget bill would preserve PTET SALT deduction

Senate budget bill would preserve PTET SALT deduction

An AICPA statement after the bill was issued by the Senate Budget Committee lauded lawmakers for “diligent work to reject new tax increases” on passthrough business including CPA firms.

IRS staffing, budget cuts threaten 2026 filing season, taxpayer advocate says

IRS staffing, budget cuts threaten 2026 filing season, taxpayer advocate says

After a successful 2025 tax filing season, the loss of over 25% of staff and a 37% drop in funding leave the status of the 2026 season in doubt, the national taxpayer advocate’s midyear report said.

‘Shift your tech strategy’: 3 keys to positive ROI

‘Shift your tech strategy’: 3 keys to positive ROI

Business leaders are investing more than ever in new technologies, but the investment likely won’t pay off without a plan that aligns tech with business objectives.

The expected salary range for middle-market CFOs

The expected salary range for middle-market CFOs

CFOs at middle-market companies can expect a base salary of at least $350,000 a year, according to one recent survey that addressed compensation and career paths.

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Details of tax changes in Senate reconciliation bill

Details of tax changes in Senate reconciliation bill

The Reconciliation Bill being debated in the Senate contains many tax provisions beyond extending portions of the Tax Cuts and Jobs Act and differs from the Finance Committee version in key areas.

Senate budget bill would preserve PTET SALT deduction

Senate budget bill would preserve PTET SALT deduction

An AICPA statement after the bill was issued by the Senate Budget Committee lauded lawmakers for “diligent work to reject new tax increases” on passthrough business including CPA firms.

IRS staffing, budget cuts threaten 2026 filing season, taxpayer advocate says

IRS staffing, budget cuts threaten 2026 filing season, taxpayer advocate says

After a successful 2025 tax filing season, the loss of over 25% of staff and a 37% drop in funding leave the status of the 2026 season in doubt, the national taxpayer advocate’s midyear report said.

AICPA proposes changes to Senate bill that would help most US businesses

AICPA proposes changes to Senate bill that would help most US businesses

Passthrough entities would lose ground compared with corporations under tax language in the Senate Finance Committee bill, the AICPA said in a letter to legislative finance leaders.

Tax provisions of Senate Finance’s version of the budget bill

Tax provisions of Senate Finance’s version of the budget bill

The 549-page text calls for making many provisions of the Tax Cuts and Jobs Act permanent. The committee says that the SALT cap amount is “the subject of continuing negotiations.”

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How Would the Proposed Additional Senior Deduction Compare to No Tax on Social Security?

How Would the Proposed Additional Senior Deduction Compare to No Tax on Social Security?

The increased senior deduction with the phaseout would deliver a larger tax cut to lower-middle- and middle-income taxpayers compared to exempting all Social Security benefits from income taxation and would not weaken the trust funds as much. But given the temporary nature of the policy, it would increase the deficit-impact of the reconciliation bills without boosting long-run economic growth.

Will the Big Beautiful Bill Lead to an Economic Boom or Just Modestly Higher Growth?

Will the Big Beautiful Bill Lead to an Economic Boom or Just Modestly Higher Growth?

Lawmakers are right to be concerned about deficits and economic growth. The best path to address those concerns is to ensure OBBB provides permanent full expensing of capital investment, avoids inefficient tax cuts, and offsets remaining revenue losses by closing tax loopholes and reducing spending.

Enhancing the US Tax Treaty Network: Prioritizing Brazil and Singapore

Enhancing the US Tax Treaty Network: Prioritizing Brazil and Singapore

Expanding and updating the US tax treaty network—both by forging new agreements and modernizing existing ones—is vital to maintaining the country’s competitiveness in a rapidly evolving global tax landscape.

State Tax Changes Taking Effect July 1, 2025

State Tax Changes Taking Effect July 1, 2025

Summer has arrived, and states are beginning to implement policy changes that were enacted during this year’s legislative session (or that have delayed effective dates or are being phased in over time).

Budget Reconciliation: Tracking the 2025 Trump Tax Cuts

Budget Reconciliation: Tracking the 2025 Trump Tax Cuts

Our experts are providing the latest details and analysis of proposed federal tax policy changes.

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